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For Interactive Brokers (IBKR) investors filing Indian taxes

Schedule FA, CG & OS,
done properly.

Every India-filing report from your IBKR statements — Schedule FA, Capital Gains, Other Sources and Form 67 — CA-ready in minutes.

Generate your reportsSee how it works

₹200 per brokerage account, per financial yearFree for now

Not tax advice — every figure is a draft for your CA to review before filing.

Why ethro

  • Private — your statements are never stored
  • Accurate — lot-level, checked against real filings
  • Official rates — daily SBI TT rates, per Rule 115
  • Complete — FA, OS, CG & Form 67 in one run
  • Fast — minutes, not a weekend of spreadsheets
schedule_fa_A3_for_CA.csvIllustrative sample
Name of entityDate acquiredPeak value (₹)Closing (₹)
Apple Inc.22 May 20255,15,1424,89,348
Microsoft Corp.11 Jun 202411,38,34710,15,602
ASML Holding09 Jul 20259,12,7368,55,888
NVIDIA Corp.05 Aug 20244,13,7603,73,000

What you get

Every part of the return a US brokerage account touches — filled, from your own statements.

Schedule FA · A3

Every holding, one row per lot

Acquisition date, initial value, peak value during the year, closing balance, dividends credited and sale proceeds — the lot-level disclosure no broker statement gives you.

Schedule FA · A2

The brokerage account itself

Account number, opening date, and the reconstructed peak and closing cash balance for the custodian-account table.

Schedule CG

Capital gains on every sale

Cost, proceeds, holding period and the STCG/LTCG split — US shares treated as unlisted, with the 24-month long-term rule applied.

Schedule OS

Dividend & interest income

Every dividend and broker-interest payment, gross of US withholding and converted per Rule 115 — the figures taxed at your slab.

FSI · TR · Form 67

Foreign tax credit workings

Per-country foreign income and US tax withheld, laid out for the credit claim that stops the same income being taxed twice.

Delivered as CA-ready CSVs in both USD and INR, with the official bulk-upload column names and order — plus a plain-English readme explaining every file.

Easy to get wrong. Expensive to get wrong.

Disclosure penalties up to ₹10 lakh a year
The department already gets your data via FATCA
Calendar-year Schedule FA, financial-year CG & OS
Peak values that appear in no broker statement
One row per lot — RSUs mean dozens
Rule 115's SBI rates — the right date per amount
Stock splits that silently corrupt past values
Table A2's peak cash-balance reconstruction
US shares taxed as unlisted — the 24-month rule

All of it handled in your reports — with the rate and date used shown against every number.

How it works

Step 1

Upload two statements

Your calendar-year and financial-year Flex Query exports — Schedule FA and Schedule OS/CG each need their own filing period.

Step 2

We do the reconstruction

Lot-level reconstruction from IBKR's own lot allocations, per-lot dividend attribution, real daily SBI rates, and market prices — the same logic as a careful manual filing.

Step 3

Download, review, file

CA-ready CSVs in USD and INR, official bulk-upload column names and order — hand them straight to your CA.

Official formats

Exact bulk-upload column names and order for Schedule FA Tables A2 and A3, plus CA-ready working sheets for Schedule CG and OS — no guesswork on formatting.

Real market data

Daily SBI TT buying rates and real closing prices, not placeholders — every converted figure carries the rate and date used.

Nothing retained

Your statements are processed only for this session — never stored, logged, or shared with anyone.

Generate your reports

Your IBKR data in, CA-ready ITR reports out.

Processed for this session only — never stored
Which IBKR export do you have?
A Flex Query is a custom report you build once inside IBKR — about 10 minutes, then reusable every year. It's the most robust option: two self-contained files cover everything, including Schedule FA Table A2, and because they don't depend on you having each year's file, there's no risk a forgotten statement quietly understates your Capital Gains or Schedule FA. First time? How to build the Flex Query.

Calendar-year file should cover Jan 1 – Dec 31 2025; financial-year file Apr 1 2025 – Mar 31 2026.

Understand the rules you're filing under

Plain-language guides to Schedule FA, peak value, Rule 115 rates and the foreign tax credit — the same rules the reports apply.

US stocks in your Indian ITR: the complete map

9 min read

Schedule FA for Interactive Brokers, step by step

8 min read

Why IBKR's activity statement isn't enough for Indian tax filing

6 min read

Peak value in Schedule FA: how it's actually computed

6 min read

Rule 115 and the SBI TT buying rate, explained

7 min read

Claiming foreign tax credit on US dividends: Form 67, FSI and TR

8 min read

Why your AIS doesn't match your IBKR statement

7 min read

IBKR's activity statement, section by section

7 min read

Common mistakes when filing ITR for US stocks

8 min read